Walkner Condon Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.81M | Buy |
12,823
+876
| +7% | +$192K | 0.52% | 46 |
|
2025
Q1 | $2.27M | Buy |
11,947
+514
| +4% | +$97.8K | 0.46% | 56 |
|
2024
Q4 | $2.51M | Buy |
11,433
+698
| +7% | +$153K | 0.51% | 53 |
|
2024
Q3 | $2M | Sell |
10,735
-134
| -1% | -$25K | 0.41% | 57 |
|
2024
Q2 | $2.1M | Sell |
10,869
-2,711
| -20% | -$523K | 0.45% | 56 |
|
2024
Q1 | $2.45M | Buy |
13,580
+3,401
| +33% | +$613K | 0.52% | 53 |
|
2023
Q4 | $1.55M | Buy |
10,179
+1,491
| +17% | +$227K | 0.35% | 74 |
|
2023
Q3 | $1.1M | Sell |
8,688
-98
| -1% | -$12.5K | 0.29% | 76 |
|
2023
Q2 | $1.15M | Buy |
8,786
+1,183
| +16% | +$154K | 0.3% | 73 |
|
2023
Q1 | $785K | Sell |
7,603
-1,625
| -18% | -$168K | 0.22% | 98 |
|
2022
Q4 | $775K | Buy |
9,228
+1,011
| +12% | +$84.9K | 0.23% | 91 |
|
2022
Q3 | $929K | Sell |
8,217
-65
| -0.8% | -$7.35K | 0.3% | 76 |
|
2022
Q2 | $880K | Buy |
8,282
+1,322
| +19% | +$140K | 0.28% | 78 |
|
2022
Q1 | $1.14M | Buy |
6,960
+4,460
| +178% | +$728K | 0.32% | 70 |
|
2021
Q4 | $418K | Sell |
2,500
-1,700
| -40% | -$284K | 0.27% | 83 |
|
2021
Q3 | $691K | Buy |
4,200
+520
| +14% | +$85.6K | 0.34% | 63 |
|
2021
Q2 | $634K | Buy |
3,680
+340
| +10% | +$58.6K | 0.23% | 82 |
|
2021
Q1 | $518K | Buy |
3,340
+280
| +9% | +$43.4K | 0.2% | 94 |
|
2020
Q4 | $498K | Buy |
3,060
+920
| +43% | +$150K | 0.21% | 83 |
|
2020
Q3 | $337K | Buy |
+2,140
| New | +$337K | 0.18% | 92 |
|